See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,502 | $81,460-77.3% | $103,333-82.1% | $80,856-77.1% |
| Participation rate | 91.7% | 66.8%+24.8pp | 74.5%+17.2pp | 67.6%+24.0pp |
| Annual return | 13.52% | 25.55%-12.0pp | 24.88%-11.4pp | 35.59%-22.1pp |
| Employer contribution / active EE | $855 | $3,105-72.5% | $3,868-77.9% | $2,755-69.0% |
| Participant deferral / active EE | $3,887 | $3,869+0.5% | $5,057-23.1% | $4,296-9.5% |
| Admin fee / account holder | $809 | $6,566-87.7% | $8,355-90.3% | $6,918-88.3% |